UBS Group Portfolio holdings
UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.08B |
| 2 |
UBS Group
UBS
|
+$643M |
| 3 |
Southwest Airlines
LUV
|
+$588M |
| 4 |
Medtronic
MDT
|
+$505M |
| 5 |
Workday
WDAY
|
+$497M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$1.51B |
| 2 |
Tesla
TSLA
|
+$1.13B |
| 3 |
Apple
AAPL
|
+$976M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$803M |
| 5 |
Chevron
CVX
|
+$688M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 38.35% |
| 2 | Technology | 17.79% |
| 3 | Financials | 9.18% |
| 4 | Industrials | 6.66% |
| 5 | Consumer Discretionary | 6.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
CURX
7601
Curanex Pharmaceuticals
CURX
$7.79M
| $46.5K | ﹤0.01% |
+3,226
| New | +$292K |
2025 Q3
0 quarters
|
|
7602
FT Vest US Equity Buffer ETF March
FMAR
$1.19B
| $46.4K | ﹤0.01% |
1,000
-7,341
| -88% | -$335K |
2025 Q2
1 quarter
|
|
7603
United States Gasoline Fund
UGA
$199M
| $46.2K | ﹤0.01% |
717
+467
| +187% | +$29.7K |
2020 Q1
22 quarters
|
|
7604
Avantis Real Estate ETF
AVRE
$840M
| $46.2K | ﹤0.01% |
1,039
| – | – |
2024 Q3
4 quarters
|
|
7605
Innovator US Equity Ultra Buffer ETF June
UJUN
$187M
| $46.2K | ﹤0.01% |
+1,258
| New | +$45.5K |
2025 Q3
0 quarters
|
|
|
BACQU
7606
DELISTED
Inflection Point Acquisition Corp IV Unit
BACQU
| $46.1K | ﹤0.01% |
4,457
+1
| +0% | +$11 |
2024 Q4
3 quarters
|
|
7607
JE Cleantech Holdings Limited Class A Ordinary Shares
JCSE
$7.51M
| $46.1K | ﹤0.01% |
38,393
-5,985
| -13% | -$6.36K |
2024 Q4
3 quarters
|
|
|
BDRX
7608
Biodexa Pharmaceuticals
BDRX
$651K
| $46.1K | ﹤0.01% |
1,385
+1,345
| +3,363% | +$48.3K |
2023 Q4
7 quarters
|
|
|
LZMH
7609
LZ Technology Holdings
LZMH
$10.7M
| $46K | ﹤0.01% |
699
-1,559
| -69% | -$155K |
2025 Q1
2 quarters
|
|
7610
Tandy Leather Factory
TLF
$20.2M
| $46K | ﹤0.01% |
15,339
-6,343
| -29% | -$20.6K |
2024 Q3
4 quarters
|
|
7611
AmpliTech
AMPG
$92.8M
| $46K | ﹤0.01% |
11,827
-54,663
| -82% | -$179K |
2024 Q4
3 quarters
|
|
|
UBFO
7612
DELISTED
United Security Bancshares
UBFO
| $46K | ﹤0.01% |
4,928
-752
| -13% | -$6.83K |
2023 Q4
7 quarters
|
|
7613
Direxion Daily MSCI Emerging Markets Bull 3X ETF
EDC
$175M
| $45.9K | ﹤0.01% |
+900
| New | +$39.1K |
2025 Q3
0 quarters
|
|
|
MXF
7614
Mexico Fund
MXF
$287M
| $45.8K | ﹤0.01% |
2,327
-2,681
| -54% | -$48.6K |
2014 Q4
43 quarters
|
|
|
QQQH
7615
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$396M
| $45.7K | ﹤0.01% |
841
-16,053
| -95% | -$857K |
2023 Q4
7 quarters
|
|
|
GPT
7616
EA Series Trust Intelligent Alpha Atlas ETF
GPT
$23.8M
| $45.5K | ﹤0.01% |
1,529
-1,041
| -41% | -$29K |
2024 Q4
3 quarters
|
|
|
GIGGU
7617
DELISTED
GigCapital7 Corp Unit
GIGGU
| $45K | ﹤0.01% |
4,091
+125
| +3% | +$1.34K |
2024 Q3
4 quarters
|
|
7618
Cheetah Net Supply Chain Service
CTNT
$3.27M
| $45K | ﹤0.01% |
1
| – | – |
2025 Q1
2 quarters
|
|
7619
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$622M
| $44.9K | ﹤0.01% |
+2,016
| New | +$44K |
2025 Q3
0 quarters
|
|
|
AUGO
7620
Aura Minerals Inc
AUGO
$6.61B
| $44.9K | ﹤0.01% |
+1,207
| New | +$34.7K |
2025 Q3
0 quarters
|
|
|
AFJK
7621
Aimei Health Technology Co
AFJK
$39.9M
| $44.8K | ﹤0.01% |
3,957
-344
| -8% | -$3.87K |
2024 Q4
3 quarters
|
|
7622
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF
SIXJ
$152M
| $44.7K | ﹤0.01% |
1,342
-1,591
| -54% | -$52K |
2025 Q1
2 quarters
|
|
7623
Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF
UBOT
$23.5M
| $44.7K | ﹤0.01% |
1,788
+1,248
| +231% | +$28.7K |
2025 Q1
2 quarters
|
|
7624
FT Vest US Equity Moderate Buffer ETF January
GJAN
$442M
| $44.7K | ﹤0.01% |
1,073
-3,438
| -76% | -$140K |
2025 Q1
2 quarters
|
|
|
EURKU
7625
Eureka Acquisition Corp Unit
EURKU
| $44.7K | ﹤0.01% |
4,270
+5
| +0.1% | +$54 |
2024 Q3
4 quarters
|
|
Similar funds
UBS Group's Q3 2025 Portfolio in Review
As of Q3 2025, UBS Group held 11,340 positions worth $638B, up 11% from $578B the previous quarter. Its ten largest holdings account for 16% of the portfolio.
UBS Group's Q3 2025 filing shows 1,171 new, 4,183 increased, 4,475 reduced and 1,086 closed positions. Its largest new stake was Paramount Skydance Corp: 13,287,677 shares worth $251M. The largest sale was NVIDIA, an estimated $1.51B.
By sector, the portfolio is most concentrated in Miscellaneous at 38% of assets, up from 36% a quarter earlier, followed by Technology and Financials.
- UBS Group's largest Q3 2025 buy was Paramount Skydance Corp: 13,287,677 shares worth $251M.
- UBS Group added most to iShares Core S&P 500 ETF in Q3 2025, an estimated $1.08B increase.
- UBS Group's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $1.51B.
- UBS Group fully exited Hess in Q3 2025, selling an estimated $442M.
- UBS Group's ten largest holdings make up 16% of its $638B portfolio in Q3 2025.
- UBS Group opened 1,171 new positions and closed 1,086 in Q3 2025.
- UBS Group's portfolio value rose 11% quarter-over-quarter to $638B.
Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.